YorkBridge Wealth Partners’s WEX WEX Stock Holding History

YorkBridge Wealth Partners’s Portfolio WEX Stock Details WEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-200	Closed	-$42K	–	648
2019 Q2	$42K	Hold	200	–	–	0.02%	385
2019 Q1	$38K	Hold	200	–	–	0.02%	386
2018 Q4	$28K	Hold	200	–	–	0.01%	395
2018 Q3	$40K	Hold	200	–	–	0.02%	386
2018 Q2	$38K	Hold	200	–	–	0.02%	398
2018 Q1	$32K	Hold	200	–	–	0.01%	420
2017 Q4	$29K	Hold	200	–	–	0.01%	443
2017 Q3	$22K	Hold	200	–	–	0.01%	501
2017 Q2	$21K	Hold	200	–	–	0.01%	502
2017 Q1	$20K	Hold	200	–	–	0.01%	513
2016 Q4	$22K	Buy	+200	New	+$21.6K	0.01%	463

Other funds holding WEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

YorkBridge Wealth Partners's WEX Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of WEX (WEX) in Q3 2019, closing a stake of 200 shares — an estimated $42K sold.

YorkBridge Wealth Partners first reported a position in WEX in Q4 2016 and held it in 11 quarters. The position peaked at $42K in Q2 2019. 345 funds tracked by Wall St. Rank hold WEX as of Q3 2019.

YorkBridge Wealth Partners reported no remaining WEX position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 200 WEX shares in Q3 2019, an estimated $42K.
YorkBridge Wealth Partners first reported a position in WEX in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's WEX position peaked at $42K in Q2 2019.
345 funds tracked by Wall St. Rank held WEX as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.